Microchip Technology
Ticker: MCHP
Market cap: $22 billion
Non-US revenue exposure: 85%
Greater China revenue exposure: 41%
Source: Goldman Sachs
Applied Materials
Ticker: AMAT
Market cap: $49 billion
Non-US revenue exposure: 90%
Greater China revenue exposure: 42%
Source: Goldman Sachs
KLA-Tencor
Ticker: KLAC
Market cap: $17 billion
Non-US revenue exposure: 86%
Greater China revenue exposure: 44%
Source: Goldman Sachs
IPG Photonics
Ticker: IPGP
Market cap: $13 billion
Non-US revenue exposure: 88%
Greater China revenue exposure: 44%
Source: Goldman Sachs
Texas Instruments
Ticker: TXN
Market cap: $110 billion
Non-US revenue exposure: 87%
Greater China revenue exposure: 44%
Source: Goldman Sachs
Nvidia
Ticker: NVDA
Market cap: $153 billion
Non-US revenue exposure: 87%
Greater China revenue exposure: 50%
Source: Goldman Sachs
Broadcom
Ticker: AVGO
Market cap: $95 billion
Non-US revenue exposure: 93%
Greater China revenue exposure: 54%
Source: Goldman Sachs
Micron Technology
Ticker: MU
Market cap: $63 billion
Non-US revenue exposure: 86%
Greater China revenue exposure: 64%
Source: Goldman Sachs
Qualcomm
Ticker: QCOM
Market cap: $93 billion
Non-US revenue exposure: 98%
Greater China revenue exposure: 65%
Source: Goldman Sachs
Qorvo
Ticker: QRVO
Market cap: $10 billion
Non-US revenue exposure: 82%
Greater China revenue exposure: 71%
Source: Goldman Sachs
Wynn Resorts
Ticker: WYNN
Market cap: $18 billion
Non-US revenue exposure: 73%
Greater China revenue exposure: 73%
Source: Goldman Sachs
Skyworks Solutions
Ticker: SWKS
Market cap: $17 billion
Non-US revenue exposure: 98%
Greater China revenue exposure: 84%
Source: Goldman Sachs